WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$7.12M
3
+$2.56M
4
CSCO icon
Cisco
CSCO
+$2.24M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.12M

Top Sells

1
+$708K
2
+$646K
3
+$646K
4
IYF icon
iShares US Financials ETF
IYF
+$569K
5
BIIB icon
Biogen
BIIB
+$554K

Sector Composition

1 Technology 12.88%
2 Financials 11.66%
3 Healthcare 10.51%
4 Industrials 7.77%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$81K 0.01%
1,900
527
$80K 0.01%
+1,500
528
$80K 0.01%
1,413
+1,040
529
$79K 0.01%
3,350
530
$79K 0.01%
2,894
531
$79K 0.01%
761
532
$78K 0.01%
4,626
+1,910
533
$78K 0.01%
1,517
-67
534
$78K 0.01%
816
-229
535
$77K 0.01%
3,605
+1,383
536
$77K 0.01%
900
537
$77K 0.01%
2,700
538
$77K 0.01%
+1,000
539
$76K 0.01%
2,169
540
$76K 0.01%
+1,000
541
$75K 0.01%
5,472
542
$75K 0.01%
1,508
+579
543
$74K 0.01%
630
544
$74K 0.01%
2,121
+36
545
$73K 0.01%
+1,800
546
$73K 0.01%
120
+5
547
$73K 0.01%
4,028
+1,543
548
$73K 0.01%
1,030
549
$72K 0.01%
+600
550
$69K 0.01%
7,570
+2,904
20 21
22
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